See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,915 | $43,327+24.4% | $59,878-10.0% | $64,186-16.0% |
| Participation rate | 26.5% | 69.2%-42.7pp | 74.7%-48.2pp | 69.6%-43.1pp |
| Annual return | -0.69% | -1.55%+0.9pp | 3.46%-4.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,477 | $2,546-42.0% | $3,402-56.6% | $3,470-57.4% |
| Admin fee / account holder | $24,510 | $3,005+715.6% | $3,590+582.7% | $4,888+401.4% |